Beam Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Beam Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$791K	Sell	21,522 -1,331	-6%	-$50.2K	0.17%	88
2026 Q1	$865K	Sell	22,853 -2,080	-8%	-$73.6K	0.22%	75
2025 Q4	$799K	Sell	24,933 -840	-3%	-$26.6K	0.22%	79
2025 Q3	$806K	Sell	25,773 -5,828	-18%	-$184K	0.22%	84
2025 Q2	$980K	Buy	31,601 +46	+0.1%	+$1.43K	0.29%	71
2025 Q1	$1.08M	Sell	31,555 -563	-2%	-$18.8K	0.36%	59
2024 Q4	$1.01M	Buy	32,118 +2,166	+7%	+$66.5K	0.32%	63
2024 Q3	$872K	Buy	29,952 +801	+3%	+$23.4K	0.26%	67
2024 Q2	$845K	Buy	+29,151	New	+$836K	0.28%	65

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Beam Wealth Advisors's EPD Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 5.8% in Q2 2026, selling an estimated $50.2K and leaving 21,522 shares worth $791K. The position accounts for 0.17% of the portfolio, ranked #88.

Beam Wealth Advisors first reported a position in EPD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2025. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Beam Wealth Advisors held 21,522 shares of Enterprise Products Partners worth $791K as of Q2 2026.
Beam Wealth Advisors sold 1,331 Enterprise Products Partners shares in Q2 2026, an estimated $50.2K.
Enterprise Products Partners made up 0.17% of Beam Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Beam Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's Enterprise Products Partners position peaked at $1.08M in Q1 2025.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.